The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 2U INC | COM | 90214J101 | 6,685 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,275 | 2,900 | SH | SOLE | 2,900 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,023 | 2,710 | SH | SOLE | 2,710 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,775 | 6,000 | SH | Call | SOLE | 6,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 10,420 | 6,130 | SH | SOLE | 6,130 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 8,922 | 48,200 | SH | SOLE | 48,200 | 0 | 0 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 8,081 | 50,780 | SH | SOLE | 50,780 | 0 | 0 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 4,774 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 3,640 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 5,558 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 4,314 | 10,000 | SH | Put | SOLE | 10,000 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 8,606 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 7,722 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 5,100 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 7,084 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 4,674 | 27,130 | SH | SOLE | 27,130 | 0 | 0 | ||
| KROGER CO | COM | 501044101 | 7,113 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 4,610 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 3,436 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 8,138 | 155,000 | SH | Call | SOLE | 155,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 6,243 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 7,516 | 200,800 | SH | SOLE | 200,800 | 0 | 0 | ||
| MAXLINEAR INC | CL A | 57776J100 | 2,908 | 186,500 | SH | SOLE | 186,500 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 6,660 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 10,722 | 204,460 | SH | SOLE | 204,460 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 6,214 | 120,000 | SH | Call | SOLE | 120,000 | 0 | 0 | |
| OKTA INC | CL A | 679295105 | 1,763 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 12,474 | 60,710 | SH | SOLE | 60,710 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 8,219 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| PARKER HANNIFIN CORP | COM | 701094104 | 10,910 | 70,000 | SH | Call | SOLE | 70,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 5,413 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 5,189 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 4,492 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 10,383 | 60,200 | SH | SOLE | 60,200 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 4,482 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 3,301 | 110,000 | SH | Call | SOLE | 110,000 | 0 | 0 | |
| SPLUNK INC | COM | 848637104 | 8,803 | 88,820 | SH | SOLE | 88,820 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 1,982 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
| STANLEY BLACK & DECKER INC | COM | 854502101 | 2,656 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 3,948 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 7,302 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 3,877 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 4,677 | 60,420 | SH | SOLE | 60,420 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 3,096 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 4,845 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 5,221 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |